Excel® Tips and Tricks

Category: Excel®

Get the best in Excel® training anytime, anywhere.

Get Excel® Training

Create a 3-D Power Map in Excel





Categories: Charts, Excel®

Microsoft’s latest release of Excel has some powerful updates. Our latest 2016 highlight is the popular Power Map add-in. This feature can plot geographic and temporal data on a globe or custom map in a three-dimensional presentation. You can view data changing over time and create animated presentations called “tours”. Imagine you’re creating a presentation […]

Read More

Secondary Axis Charts in Excel





Categories: Charts, Excel®

If you have two data series that are related, but not comparable, it might be tough to chart it. For example, let’s say you have data representing the sales of products. You also have the production costs. When you subtract the production cost from the sales data, you get the gross profit. Divide this remainder […]

Read More

Creating an Excel Gauge Chart with Pies and Doughnuts





Categories: Charts, Excel®

You might think you need some fancy add-ins to create charts that look like a speedometer. In this tutorial, you’ll learn how to create this snazzy image from a pie chart and a doughnut chart. Download CreatingGaugeChart.xlsx to follow along. The Steps Create the data for the speedometer. If a circle is 360 degrees, then […]

Read More

Calculating Compound Interest in Excel





Categories: Excel®

Whether for personal or business application, it’s a good idea to know how to calculate compound interest for loans and investments. There are two methods you can use, the long form and the FV (future value) function. Download ExcelCompoundInterest.xlsx to see the examples. Long Form In this first example, we’ll assume a one and a […]

Read More

Accounting Magic – What You Need to Know About Accounting Excel Formulas





Categories: Excel®, Formulas

Accounting is more than just debits and credits. It is the calculation and analysis of those debits and credits that generate accounting information an organization can act upon. Let’s take a look at two types of reports a professional in the Accounting Department might be asked to generate. Then, we’ll see how that information can […]

Read More

How to Work with Excel PivotTable Dates





Categories: Excel®, Pivot Tables

With the most recent versions of Excel, you have gained more and more functionality with Pivot Tables. It is now much easier to work with dates. There are two features that you can put to work right away:  data filtering (2007) and timeline slicer (2013). There’s also a change to the way dates are displayed […]

Read More

Excel Finance Formulas





Categories: Excel®, Formulas

Given the number crunching power of Excel, you might surmise that when it comes to calculating money matters, it really shines. And, so it does. In order to understand how the various financial functions, work, there are a few components to understand. Most of the fifty-five functions that are classified as financial functions in Excel […]

Read More

How to Create Excel Graphs Templates





Categories: Charts, Excel®

We might not normally think of creating templates for Excel charts and graphs. But if you’re a frequent user of the charts feature in Excel, you may spend quite a bit of time getting the colors, appearance and elements of a chart just right. Who wants to keep doing that over and over?! You can […]

Read More

Excel PivotTable Formulas





Categories: Excel®, Pivot Tables

It’s easy to create formulas with PivotTable data. The key is to remember that you are working with aggregate values, not individual ones. We’ll take a look at how to create a simple formula using something called a Calculated Field. And then, we’ll take a look at two common causes of confusion and errors with […]

Read More

Interactive Excel Charts: Create a Chart Selector





Categories: Charts, Excel®

More and more data has led to more and more opportunities to present it in visually understandable ways. However, it can get frustrating having to navigate through a large workbook, just to find the exact chart you need. In this tutorial, you’ll learn how to create an interactive chart selector. If you aren’t familiar with […]

Read More